Account Manager - Cedar Rapids, United States - TrueNorth Companies

Description

Job Description

Do you enjoy being part of building strategic plans? Do you thrive on providing an exceptional client experience? TrueNorth Companies is looking for an Account Manager to join the Risk Management Division in our Bonds department in our Cedar Rapids, IA office.

Our clients face great risks and big opportunities. They seek leadership, integrity, and real results. For twenty years, TrueNorth has met our client's needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits, and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities.

The Bond Account Manager is responsible for providing consistent, timely, and accurate account support services for assigned surety bond clients, soliciting new business on existing accounts, and supporting Producer-led new business efforts of our Risk Management and Transportation accounts. The Bond Account Manager processes all client bond requests and may take inbound requests from prospective clients.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

• Prepares various types of bonds, including but not limited to bid, contract, miscellaneous, and court bonds;
• Prepares consents of surety, riders, bond-ability letters, and other documents requested by clients;
• Prepares indemnity agreements and bond applications;
• Coordinates receipt of underwriting information as requested by surety;
• Confirms that bonds are issued in compliance with surety lines of authority;
• Assists in obtaining surety approval of bonds outside of / in excess of surety lines of authority;
• Receive and review financial information from the owners to obtain lines of credit
• Review, document, and process all carrier requests
• Bill renewals and give issuance orders to carriers
• Research coverage questions from insured and producers and prepare any supporting documentation needed.
• Handle claims for subs, suppliers, etc., and gather necessary information
• Accurately manage client accounts and ensure all deadlines are met
• Complies with agency management system data standards and data integrity (enters complete and accurate information)
• Supports Producer in developing new surety business opportunities for existing clients and prospects
• Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools, and resources available to assist clients
• Answer questions from Producer and the service teams regarding accounts
• Communicate with the clients and answer questions regarding provided policies and/or services
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Meets with clients as needed or directed by Producer
• Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
• Travel or visit insurance companies and/or clients, when necessary
• Continuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experience
• Serve as a subject matter expert for niche specialization
• Coordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc.
• Manage book of business with pro-active client service approach
• Round out coverage for accounts in collaboration with the service team or independently, as assigned
• Perform other duties as assigned

EDUCATION & EXPERIENCE

• High School diploma or GED required, two or four-year degree preferred
• 3+ years of demonstrated experience in the surety bond field required
• Commercial Surety license or Commercial Insurance license required or able to be obtained in first 30 days
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Prior customer service experience required
• Understand the different processes/forms associated with the varying coverages and insurers
• Understand and maintain fiduciary responsibility for company, client, and producer
• Experience working with EPIC Agency Management Software preferred

SKILL REQUIREMENTS

• Excellent verbal and written communication skills
• Good leadership, problem solving, and time management skills
• Advanced analytical skills
• Good customer service skills, including telephone and listening skills
• Good planning, organizational, and prioritization skills
• Ability and motivation to work independently
• Ability to work within a team and to foster teamwork

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• Medical, Dental, Vision
• 401k with company contributions after six (6) months
• Responsible Time Off and 11 Paid Holidays
• Company paid Life and Disability coverage
• Volunteer Time Off and Donation Match Program
• Tuition Reimbursement, Employee Assistance Program (EAP) and a Wellness Program with great incentives.
• Hybrid work schedule

Why should you join TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive

benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company

Click here to view a video about TrueNorth's Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of

qualifications, merit, and business need, and does not discriminate against any applicant on the basis of

race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status,

disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

Join us